Capital Intelligence Associates
Services
1250 6Th St #300, Santa Monica, CA 90401, US
Hours not published on validated sources
Capital Intelligence Associates (CIA) is a full-service wealth planning firm that aims to help clients successfully accumulate and preserve their assets before life takes unexpected turns – in a green office environment. *Securities offered through LPL Financial, member FINRA/SIPC. Financial Planning offered through Capital Intelligence Advisors, a registered investment advisor. Capital Intelligence Advisors and Capital Intelligence Associates are separate entities from LPL Financial. Green practices: Capital Intelligence is an excellent example of how a small office can make a big impact. They implement sustainable practices within the walls of their office – and beyond to the multi-story building they are housed in by involving the property manager in their green business efforts. Certified through a Green Business Network program (Certified Level).
Certified Green Business Finance & Real Estate Esg Investing Financial Planning Investing